7 Essential Steps to Protect Seniors from Identity Theft Seniors are particularly vulnerable to identity theft due to their trusting … [Read more...] about How to Protect Seniors from Identity Theft
Understanding Your Power of Attorney in NC
We often find that many of our clients have either created a Power of Attorney in the past or have been named as an Agent. While creating … [Read more...] about Understanding Your Power of Attorney in NC
Top 5 Mistakes to Avoid If You Receive an Inheritance
While the majority of my time is spent helping clients decide how they want to pass down an inheritance to loved ones, I also consult with … [Read more...] about Top 5 Mistakes to Avoid If You Receive an Inheritance
Your Legacy: Beyond Estate Plans and Assets
When people think about their legacy, they often focus on the material assets they'll leave behind—property, investments, and financial … [Read more...] about Your Legacy: Beyond Estate Plans and Assets
8 Things Not to Include in a Special Needs Trust
Creating a Special Needs Trust (SNT) is an essential step in ensuring the long-term care and financial security of a loved one with special … [Read more...] about 8 Things Not to Include in a Special Needs Trust
Understanding and Avoiding Estate Disputes: Lessons from the Cannon Mills Trust Case
In a recent high-profile case, the Cannon Mills family and Atrium Health found themselves in a legal battle over a $17 million trust fund. … [Read more...] about Understanding and Avoiding Estate Disputes: Lessons from the Cannon Mills Trust Case
A Comprehensive View of Seniors Living in the United States
The older population in America has grown dramatically in recent years and is expected to continue to grow exponentially in the years to … [Read more...] about A Comprehensive View of Seniors Living in the United States
Naming a Guardian for Your Minor Children in Your Estate Plan
Many of my clients are parents of minor children. For these clients, I stress the importance of planning for the possibility that they may … [Read more...] about Naming a Guardian for Your Minor Children in Your Estate Plan
Top 10 Estate Planning Tips for Parents with Young Children
Estate planning is important for every adult, but it becomes essential for parents with young children. A well-drafted estate plan protects … [Read more...] about Top 10 Estate Planning Tips for Parents with Young Children
